This lesson explains how to use the Your Users Dashboards Access tool in CMAP.
Step 1: Go into the Admin tab, find the Your Users Dashboard Access tool and click it.
Step 2: Select the relevant tick boxes for the Dashboard and corresponding User’s name to set the relevant permissions.
Step 3: Click Save.
What the Permissions Mean:
|
Live Project Status |
This shows the user the status of all of the projects that they are involved in using a Red/Green colour coded system. |
|
My Project Time |
This shows the user how much time they have allocated to each of the projects that they are involved in. |
|
My Activities |
Any activities that the user is involved in or needs to keep track of will be listed here. |
|
My Scheduled Invoices |
Any scheduled invoices which are due to be sent out would appear in this box. Should any of the invoices become overdue, a Red text box would appear at the top of the box marked 'Overdue'. |
| My Productivity |
This box uses a graph to illustrate to the user their Target Productivity versus their Actual Productivity. This allows them to see where they are up to with their work and whether they are on track or ahead or behind of schedule. |
|
Expenses for Approval |
This shows the user any outstanding Expenses they have awaiting approval. |
|
My Schedule |
This illustrates workload in a Gantt style chart to show how the user’s time is being scheduled day by day. |
|
My Scheduled Purchases |
This shows the user any scheduled purchases that are due to be made. |
|
Purchases Orders Due for Creation |
Any Purchase Orders due to be created for payment will appear here. |
|
Invoices Due for Creation |
Any Invoices due to be created for payment will appear here. |
|
Purchases Awaiting Payment Approval |
This shows the user any outstanding Purchases that are awaiting payment approval. |
|
Time Off Awaiting Approval |
This shows the user any outstanding Time Off they have awaiting approval. |
|
My Delegated Activities |
This shows any activities that the user has delegated to another user so that they can monitor progress. |
|
My People |
Allows you to see the availability of other users using CMAP. You can add people into ‘My People’ by using the Dropdown box within this section. |
|
My Workload |
The user will be able to see any work that they have coming up on specific projects. This will allow them to manage their time effectively. |
|
My Retainers |
If the User has any live retainers, they will be listed here for you to monitor. |
NOTE: Dashboards are shown on the Home page in CMAP, and can be selected by clicking the Dashboard Settings link in the top-right.
NOTE: Dashboard boxes are populated with data that is relevant to the user. For example, if someone has the Live Project Status dashboard box, but isn’t a Project Manager for any projects, their dashboard box will be empty.
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